Kanban for Portfolio Management Training Course

Share this course

Duration

2 Days

Course Overview

This course focuses on applying Kanban practices to portfolio management, enabling organizations to balance demand and capacity effectively while optimizing strategic initiatives. Participants will learn to visualize portfolio workflows, manage dependencies across projects, and prioritize work to align with organizational goals. Through practical exercises and real-world examples, attendees will gain the skills to implement Kanban for portfolio-level decision-making and continuous improvement.

Format of Training

Instructor-led sessions with portfolio management-specific insights.
Hands-on lab exercises to design and manage portfolio-level Kanban systems.
Group activities to practice prioritization and workflow management.
Real-world case studies to explore Kanban applications in portfolio management.

Course Objectives

Understand the principles of Kanban applied to portfolio management.
Visualize and manage portfolio workflows to track strategic initiatives.
Balance demand and capacity across multiple projects.
Prioritize work to align with organizational objectives and constraints.
Monitor portfolio performance using key Kanban metrics.
Manage dependencies and risks across projects using Kanban boards.
Foster a culture of continuous improvement in portfolio management.

Prerequisites

Familiarity with basic Kanban principles is helpful but not mandatory.
Open to portfolio managers, team leads, Agile practitioners, and decision-makers.
Willingness to participate in hands-on activities and discussions.
Basic understanding of portfolio management concepts is recommended.

Course Outline

Day 1
Session 1: Introduction to Kanban for Portfolio Management

Overview of Kanban principles applied to portfolio-level workflows.
Benefits of Kanban for managing strategic initiatives and capacity.

Session 2: Visualizing Portfolio Workflows

Setting up Kanban boards for portfolio management.
Hands-on lab: Designing a portfolio Kanban board to track initiatives.

Session 3: Balancing Demand and Capacity

Techniques for managing demand and aligning it with available capacity.
Hands-on lab: Configuring WIP limits for a portfolio workflow.

Day 2
Session 1: Prioritizing Strategic Initiatives

Tools and techniques for prioritizing work at the portfolio level.
Group activity: Applying prioritization frameworks to a Kanban system.

Session 2: Managing Dependencies and Risks

Identifying and resolving cross-project dependencies.
Using Kanban to visualize and mitigate risks.

Session 3: Monitoring Performance and Continuous Improvement

Key metrics for portfolio management: flow efficiency, cycle time, and throughput.
Hands-on lab: Analyzing portfolio performance using Kanban metrics.

Session 4: Real-World Applications and Case Studies

Examples of successful Kanban implementations in portfolio management.
Group activity: Designing a Kanban system for a multi-project portfolio.

Bespoke Option

We are open to customizing this program to align with your specific learning objectives. If your team has particular goals or areas they wish to focus on, we would be happy to tailor the course outline to meet those needs and ensure the program supports the achievement of your desired outcomes.

Need help with the right course to choose?

support@skillvotech.com

Explore more opportunities

Introduction to Kanban: Principles and Practices Training Course

Kanban for Agile Project Management Training Course

Mastering Kanban Boards: Tools and Techniques Training Course

Advanced Kanban for Team Efficiency Training Course

Implementing Kanban in Cross-Functional Teams Training Course

Kanban Metrics and Analytics: Data-Driven Workflow Optimization Training Course